I am unclear how to transfer stocks between accounts. My transaction history that I am importing shows a transfer. There is no equivalent mapping to transfer between accounts, and if I use shares removed, it is treated as though I sold the stocks and the value difference shows up in reports.

Is there a way to do a transfer without it showing up as a transaction on tax forms?

A:

If you transfer your stock to another account with TradeMax

I suggest you export last day holding positions from A account.
Please do not use “shares removed” function in your case

Open your saved file in Excel, and click File then choose Save As.. In its drop-down-list to save the data file as CSV format.

Your downloaded file must be in this format as shown below.

TradeDate

Order Type

Security

Amount

Cusip

Transaction Description

Quantity

Executed Price

Commission

Net Amount

3/8/2009

Buy

CROX

-4272

227046109

CROCS INC

1

0039KSPT

12.99

1162.99

The data in the above table is E*trade 2009 format, and the following table will display the E*trade 2010 format:

Transaction Date

Transaction Ty

SecurityTy

Symbol

Quantity

Amount

Quantity

Price

Commission

Description

12/22/09

Bought

EQ

CIM

5000

-19407.49

38799

7.99

0

CHIMERA INVESTMENT

If you find the downloaded file format is different from the above two formats, you should set your profile in Profile Wizard.

Run TradeMax , click E*Trade Account in TradeMax to import trade from local file.Note: You should select E*Trade *. csv, *. txt as your profile name during the importing process. As the file data formats vary from year to year, and in the drop-down-list of Profile Name, apart fromE*Trade *. csv, *. txt, there is another option,E*Trade 2008 *. csv, *. Txt,for the users to choose, according to their data file in different year. The default is E*Trade *. csv, *. txt.

Download Transaction History within three months to update your trade data(Quicken Format-QFX) Recommend